MyPlanIQ 401k Investor SCHNEIDER ELECTRIC 401K PLAN

SCHNEIDER ELECTRIC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK OGIYX Oppenheimer Global Opportunities Y
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth HMDYX Hartford Midcap Y
LARGE BLEND VINIX Vanguard Inst Index Fund Inst
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK OGIYX Oppenheimer Global Opportunities Y
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
ROOT CASH Vanguard Prime Money Mkt Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth HMDYX Hartford Midcap Y
LARGE BLEND VINIX Vanguard Inst Index Fund Inst
MID-CAP BLEND VIEIX Vanguard Extended Mkt Index Inst
Small Growth EISGX Eaton Vance Small-Cap I
LARGE VALUE DHLAX Diamond Hill Large Cap A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond BPLBX BlackRock Inflation Prted Bd BlackRock
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index Inst
WORLD BOND LSGBX Loomis Sayles Global Bond Instl
Total Available Funds: 27
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 1 60 0 0.84% 1.86%
WORLD STOCK OGIYX Oppenheimer Global Opportunities Y 81% 1 60 0 1.11% 0%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.02%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 0%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
Mid-Cap Growth HMDYX Hartford Midcap Y 91% 1 60 0 0.86% 1.76%
LARGE BLEND VINIX Vanguard Inst Index Fund Inst 78% 1 60 0 0.02% 1.36%
MID-CAP BLEND VIEIX Vanguard Extended Mkt Index Inst 74% 1 60 0 0.06% 1.29%
Small Growth EISGX Eaton Vance Small-Cap I 68% 1 60 0 0.96% 0.81%
LARGE VALUE DHLAX Diamond Hill Large Cap A 57% 1 60 0 0.67% 3.41%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
Inflation-Protected Bond BPLBX BlackRock Inflation Prted Bd BlackRock 97% 1 60 0 0.81% 3.49%
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index Inst 94% 1 60 0 0.15% 3.27%
WORLD BOND LSGBX Loomis Sayles Global Bond Instl 87% 1 60 0 0.95% 0%
Average Expense Ratio: 0.39%
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Related Retirement Plans
SCHNEIDER ELECTRIC 401(K) PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.6% 13.7% -0.3% 5.7% 5.2% 6.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 29 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, US Equity and Foreign Equity.


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